EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,053
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$5.11M
3
+$3.86M
4
KMI icon
Kinder Morgan
KMI
+$3.74M
5
FIVE icon
Five Below
FIVE
+$3.52M

Top Sells

1
+$7.89M
2
+$6.94M
3
+$6.61M
4
MRO
Marathon Oil Corporation
MRO
+$6.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.28M

Sector Composition

1 Technology 18.35%
2 Healthcare 14.6%
3 Consumer Discretionary 13.63%
4 Financials 12.38%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$27K ﹤0.01%
687
-1,000
627
$27K ﹤0.01%
+1,700
628
$27K ﹤0.01%
3,146
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629
$26K ﹤0.01%
1,000
630
$26K ﹤0.01%
325
631
$26K ﹤0.01%
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632
$26K ﹤0.01%
8
633
$25K ﹤0.01%
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634
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635
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636
$25K ﹤0.01%
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$25K ﹤0.01%
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639
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640
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641
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338
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646
$24K ﹤0.01%
165
647
$24K ﹤0.01%
620
648
$23K ﹤0.01%
600
-140
649
$23K ﹤0.01%
400
650
$23K ﹤0.01%
1,014
24 25
26
27 28